See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,522 | $150,187-86.3% | $120,354-82.9% | $145,922-85.9% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 13.96% | 154.07%-140.1pp | 107.15%-93.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $804 | $4,348-81.5% | $3,463-76.8% | $4,660-82.7% |
| Participant deferral / active EE | $4,040 | $6,173-34.6% | $4,991-19.1% | $6,688-39.6% |
| Admin fee / account holder | $223 | $12,207-98.2% | $9,423-97.6% | $13,397-98.3% |